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icono de VCV

Invesco California Value Municipal Income Trust
VCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Guggenheim Capital
1
Guggenheim Capital
Illinois
USD 6.93 M +USD 3.06 k +254 +0%
Bank of America
2
Bank of America
North Carolina
USD 5.55 M +USD 608 k +50,448 +12%
Morgan Stanley
3
Morgan Stanley
New York
USD 5.18 M -USD 175 k -14,556 -3%
Advisors Asset Management
4
Advisors Asset Management
Colorado
USD 4.33 M -USD 83.1 k -6,896 -2%
UBS Group
5
UBS Group
Switzerland
USD 3.34 M -USD 372 k -30,864 -10%
Invesco
6
Invesco
Georgia
USD 2.95 M -USD 55.1 k -4,574 -2%
JFS Wealth Advisors
7
JFS Wealth Advisors
Pennsylvania
USD 2.05 M -USD 542 k -45,000 -20%
Landscape Capital Management
8
Landscape Capital Management
New Jersey
USD 1.49 M +USD 965 k +80,089 +170%
Wells Fargo
9
Wells Fargo
California
USD 1.41 M +USD 57.9 k +4,808 +4%
First Foundation Advisors
10
First Foundation Advisors
California
USD 1.11 M +USD 125 k +10,388 +12%
Advisor Group
11
Advisor Group
Arizona
USD 768 k -USD 3.46 k -287 -0.4%
Edge Wealth Management
12
Edge Wealth Management
New York
USD 569 k +USD 45.8 k +3,800 +8%
RB Capital Management
13
RB Capital Management
Nevada
USD 554 k +USD 5.52 k +458 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 509 k +USD 6.74 k +559 +1%
VCM
15
Vivaldi Capital Management
Illinois
USD 493 k +USD 36.1 k +2,999 +8%
Laurion Capital Management
16
Laurion Capital Management
New York
USD 404 k -USD 3.16 M -262,340 -88%
Millennium Management
17
Millennium Management
New York
USD 386 k +USD 399 k +33,097 Nuevas
LPL Financial
18
LPL Financial
California
USD 355 k +USD 6.09 k +505 +2%
SAM
19
Shamrock Asset Management
Texas
USD 310 k – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 286 k – – –
Pacific Wealth Strategies Group
21
Pacific Wealth Strategies Group
California
USD 260 k +USD 87.6 k +7,271 +48%
Whittier Trust
22
Whittier Trust
California
USD 235 k – – –
Everett Harris & Co
23
Everett Harris & Co
California
USD 187 k +USD 194 k +16,059 Nuevas
Hollencrest Capital Management
24
Hollencrest Capital Management
California
USD 179 k +USD 108 +9 +0.1%
First Trust Advisors
25
First Trust Advisors
Illinois
USD 174 k +USD 27 k +2,238 +18%
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